SAP Plant Maintenance Notifications - Sbcusd

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SBCUSD – IT Training ProgramSAPPlant Maintenance NotificationsRevised – 12/19/2018

SAP – Plant Maintenance NotificationsTABLE OF CONTENTSSupport for SAP Plant Maintenance .3Overview of SAP Plant Maintenance Notifications .4Overview.4Crisis Items.4Glossary of Terms .5Plant Maintenance Notification .5Work Order .5Notification Type .5Transaction Types .5Functional Location .5Status .5Types of Plant Maintenance Notifications .6Logging In and Out.7Logging In.7Logging Out.7Change your Password .7Adding the PM Notification to your Favorites List .8Add Transaction Code .8Display Transaction Codes .8Delete Transaction Code .8Creating a PM11 (Plant Maintenance Notification) .9Creating a PM11 Notification (General Maintenance/Repairs) .9Description Examples .9Sap Building & Functional Space Codes . 11Building Codes . 11Function Location Codes . 11Print Notification . 12Search for PM Notification Number . 12Creating a PM15 Notification (Custodial Run Change). 13Creating a PM15 Notification (Custodial Run Change). 13Description Examples . 13Overview of a PM41 Notification – Special Order. 14SBCUSD – Information Technology DepartmentPage 1

SAP – Plant Maintenance NotificationsCreating a PM41 (Special Order Notification) . 15Entering A Budget Number . 16Funds Center . 16Fund . 16Functional Area . 16Creating a PM41 Notification (Equipment Transfer) . 17Using SAP Email to Route a PM Notification . 18Open PM Notification . 18Send Notification Through SAP E-Mail . 18Check Outgoing SAP E-Mail . 19Check Status of a PM Notification . 20Checking Status . 20Search for PM Notification Number . 20Listing/printing PM Notifications . 21Listing. 21Print . 21Changing or Canceling a PM Notification . 22Cancelling a PM Notification . 22Document Updates9/5/2018 – added how to generate a listing of PM Notifications to view or print.SBCUSD – Information Technology DepartmentPage 2

SAP – Plant Maintenance NotificationsSUPPORT FOR SAP PLANT MAINTENANCEYou may contact the following offices for assistance with the SAP Plant Maintenance system:Information Technology – Technical Assistancehelpdesk@sbcusd.com(909) 888-4357Training – Training Specialiststechtraining@sbcusd.com(909) 386-2550Security – Loginssecurityspecialist@sbcusd.com(909) 386-2550Maintenance & Operations – Owner of procedures(909) 388-6100Fiscal Services – Budget Analyst(909) 381-1154Important: To request an install of the SAP software program, contact the I.T. Help Desk at (909)888-4357 or email helpdesk@sbcusd.com.Important: To request a login account, have your site administrator send an email tosecurityspecialist@sbcusd.com and request access to the SAP Plant Maintenancesystem.SBCUSD – Information Technology DepartmentPage 3

SAP – Plant Maintenance NotificationsOVERVIEW OF SAP PLANT MAINTENANCE NOTIFICATIONSA Plant Maintenance Notification is a request to have work done at your site by the Maintenance andOperations Department.Important: If there is a facility crisis, first call Maintenance & Operations at (909) 388-6100. Then,create a follow up notification in SAP, so that the emergency is documented.OVERVIEW Principals, Secretaries, Building Administrators, and Service Center personnel will initiateMaintenance Notifications for Maintenance & Operations. Notifications are not an authorization to perform maintenance work activities but a requestfor services. A Maintenance Order represents the authorization to perform maintenancework activities. Factors such as problem/resolution determination, required resources and availability,required parts/materials and availability, financial resources required, and funding availabilityall affect the response to the notification. Proper classification of a Maintenance Notificationis also an essential part of this process.CRISIS ITEMSGaseous or Chemical OdorsBroken WindowsSink HolesNo Hot Water in Kitchen/ChildCareSigns of Smoke or FirePower OutagesRoof Leaks Not Associated with RainActivated Fire AlarmFlooding Inside/OutsideWindows or Doors that Cannot beSecuredExcessive Water LeakageSBCUSD – Information Technology DepartmentPage 4

SAP – Plant Maintenance NotificationsGLOSSARY OF TERMSPLANT MAINTENANCE NOTIFICATIONA notification is a request for work. This must be created from each site so that Maintenance &Operations is aware that work needs to be done.WORK ORDERThe work order is the document that gives the “go-ahead’ for maintenance work to proceed. Itcontains the plan of where, when, how, and by whom the work will be done.NOTIFICATION TYPEThe notification type determines the kind of maintenance and the department scheduled to do thework. Notifications can be corrective (11) or special order (41). Notification types PM 11-53 arecreated by the sites and will go to Maintenance & Operations, PM 71-73 are only created by NutritionServices staff.TRANSACTION TYPESCreate Plant Maintenance NotificationsChange a Plant Maintenance NotificationCheck status of a Plant Maintenance Notification or WorkIW21IW22IW23FUNCTIONAL LOCATIONA functional location refers to an organization unit that is to be maintained, such as a school or otherbuilding site for example: Belvedere Elementary 01-108.STATUSThis lets everyone know what the progress is for any particular work order. There are severalbusiness transactions involved in issuing a work order status: Posting time and other follow-up costsafter the job has been technically completed (TECO).SBCUSD – Information Technology DepartmentPage 5

SAP – Plant Maintenance NotificationsTYPES OF PLANT MAINTENANCE NOTIFICATIONS FACILITY CORRECTIVE (11) — This is maintenance that will fix something that is broken. This isthe type that you will create most often. For Example: fixing an air conditioner problem orbroken window. CUSTODIAL RUN CHANGE REQUEST (15) — This is a non-maintenance upgrade. It is usedwhen your site needs custodial runs (duties) changed or reviewed. FACILITY SPECIAL ORDER (41) — This is a non-maintenance upgrade that is funded by the site.For example: a special order could be the building a new fence. FLEET CORRECTIVE (51) — This is maintenance that will repair a vehicle. For example: aradiator leak, flat tire, or tail light out. FLEET SPECIAL ORDER (53) — This is a non-maintenance upgrade. For example: installingadditional lights, modifying a trailer, installing a lift gate, or auto body repair due to anaccident. NUTRITION CORRECTIVE (71) (Nutrition Services Staff only) — This type is maintenance thatwill fix something that is broken in a kitchen. The item being reported is not in the walls, floor,or ceiling. An exception to this might be an outdoor BBQ at a High School. For example: awalk-in freezer temperature is too high. NUTRITION SPECIAL ORDER (73) (Nutrition Services Staff only) — This is a non-maintenanceupgrade that is funded by the site. For example: a special order could be the building a newfence.SBCUSD – Information Technology DepartmentPage 6

SAP – Plant Maintenance NotificationsLOGGING IN AND OUTThe steps in this lesson will instruct you on how to log in and log out of the SAP system.LOGGING IN1. Double-click the SAP Logon icon on your desktop.This will open the SAP Logon window.2. Click on the Connections folder in the left pane, and then SAP System in the right pane.If these items are missing, contact the I.T. HelpDesk at (909) 888-4357.3. Click the Log On button in the upper left.This will open the SAP login screen.4. In the User field, enter the user name given to youby the I.T. Secur

19.12.2018 · SAP – Plant Maintenance Notifications SBCUSD – Information Technology Department Page 3. SUPPORT FOR SAP PLANT MAINTENANCE You may contact the following offices for assistance with the SAP Plant Maintenance system: Information Technology– Technical Assistance helpdesk@sbcusd.com (909) 888-4357.